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iShares Core S&P 500 ETF
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Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
101
Brightworth
Georgia
$117M +$5.71M +21,523 +5%
KPAG
102
KLS Professional Advisors Group
New York
$117M +$17.1M +64,541 +17%
D.E. Shaw & Co
103
D.E. Shaw & Co
New York
$116M +$116M +437,521 New
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$114M +$14.5M +54,539 +15%
Geode Capital Management
105
Geode Capital Management
Massachusetts
$110M -$21.9M – –
BOS
106
Bingham Osborn & Scarborough
California
$110M -$1.71M -6,429 -2%
LIA
107
LBMC Investment Advisors
Tennessee
$109M -$3.41M -12,839 -3%
CBU
108
CIBC Bank USA
Illinois
$109M -$4.28M -16,128 -4%
BP
109
Ballentine Partners
Massachusetts
$108M -$2.01M -7,576 -2%
PA
110
Planning Alternatives
Michigan
$108M +$3.07M +11,555 +3%
MWP
111
MYCIO Wealth Partners
Pennsylvania
$99.1M -$2.71M -10,205 -3%
California Public Employees Retirement System
112
California Public Employees Retirement System
California
$98.2M +$43.3K +163 +0%
PCIG
113
Partners Capital Investment Group
Massachusetts
$95.3M +$32.3M +121,653 +51%
CONA
114
Capital One National Association
New York
$94.1M -$5.37M -20,246 -5%
RWP
115
RWA Wealth Partners
Massachusetts
$92.9M -$9.55M -35,982 -9%
BS
116
Banco Santander
Spain
$91.9M +$91.9M +351,132 New
Deutsche Bank
117
Deutsche Bank
Germany
$91.8M +$91.8M +345,985 New
CWM
118
Calamos Wealth Management
Illinois
$88.2M +$5.61M +21,132 +7%
VIM
119
VCU Investment Management
Virginia
$87.6M +$3.89M +14,658 +5%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$87.3M +$87.3M +329,000 New
FA
121
FDx Advisors
Illinois
$87.2M +$1.45M +5,481 +2%
LW
122
Linscomb Wealth
Texas
$86.3M +$1.16M +4,359 +1%
AA
123
ALPS Advisors
Colorado
$81.5M -$1.08M -4,060 -1%
Lazard Asset Management
124
Lazard Asset Management
New York
$81.4M -$277K -1,044 -0.3%
CAL
125
Capital Analysts LLC
Pennsylvania
$80M +$866K +3,264 +1%
3 4
5
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